Wealth Enhancement Advisory Services
CELC icon

Wealth Enhancement Advisory Services’s Celcuity CELC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CELC Stock Details CELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.71M Buy
15,892
+96
+0.6% +$11.1K ﹤0.01% 1686
2026
Q1 		$1.78M Sell
15,796
-30
-0.2% -$3.27K ﹤0.01% 1460
2025
Q4 		$1.66M Buy
15,826
+33
+0.2% +$2.71K ﹤0.01% 1619
2025
Q3 		$777K Sell
15,793
-10,476
-40% -$419K ﹤0.01% 2028
2025
Q2 		$362K Sell
26,269
-270
-1% -$2.94K ﹤0.01% 2476
2025
Q1 		$268K Buy
26,539
+162
+0.6% +$1.83K ﹤0.01% 2535
2024
Q4 		$345K Buy
26,377
+4,341
+20% +$61.3K ﹤0.01% 2261
2024
Q3 		$329K Buy
22,036
+6
+0% +$99 ﹤0.01% 2112
2024
Q2 		$361K Buy
22,030
+1,600
+8% +$26.8K ﹤0.01% 1854
2024
Q1 		$441K Buy
20,430
+593
+3% +$9.47K ﹤0.01% 1657
2023
Q4 		$289K Buy
19,837
+3
+0% +$36 ﹤0.01% 1843
2023
Q3 		$181K Buy
+19,834
New +$195K ﹤0.01% 2022

Other funds holding CELC

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's CELC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Celcuity (CELC) stake by 0.61% in Q2 2026, buying an estimated $11.1K and bringing the position to 15,892 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Wealth Enhancement Advisory Services first reported a position in CELC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.78M in Q1 2026. 273 funds tracked by Wall St. Rank hold CELC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,892 shares of Celcuity worth $1.71M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 96 Celcuity shares in Q2 2026, an estimated $11.1K.
  • Celcuity made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1686 holding.
  • Wealth Enhancement Advisory Services first reported a position in Celcuity in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Celcuity position peaked at $1.78M in Q1 2026.
  • 273 funds tracked by Wall St. Rank held Celcuity as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.